Blake Mcrae Dickens
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
12 statesRegistered in
$10.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Westlake Wealth AdvisorsJul 2026 to now
- Valmark Advisers, Inc.Feb 2020 to now
- Valmark SecuritiesJul 2019 to now
- River Financial GroupAug 2019 to Jul 2026
- University of AlabamaAug 2018 to Aug 2019
- Sf AbogadosMay 2018 to Jul 2018
- University of AlabamaAug 2017 to May 2018
- River Financial GroupMay 2017 to Aug 2017
- University of AlabamaAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 12 states (AL, FL, GA, IL, MA, MI, NJ, NV, OH, PA, SC, TX).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7045444
- Firm CRD
- 108050